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TD Private Client Wealth’s KKR & Co KKR Stock Holding History

TD Private Client Wealth’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Sell
23,623
-10,825
-31% -$1.14M 0.05% 234
2025
Q4 		$4.39M Sell
34,448
-11,322
-25% -$1.41M 0.09% 143
2025
Q3 		$5.95M Sell
45,770
-415
-0.9% -$58.9K 0.13% 108
2025
Q2 		$6.14M Buy
46,185
+4,379
+10% +$513K 0.15% 97
2025
Q1 		$4.83M Buy
41,806
+1,341
+3% +$184K 0.13% 114
2024
Q4 		$5.99M Buy
40,465
+2,178
+6% +$320K 0.17% 87
2024
Q3 		$5M Buy
38,287
+1,978
+5% +$234K 0.14% 110
2024
Q2 		$3.82M Buy
36,309
+2,687
+8% +$274K 0.12% 126
2024
Q1 		$3.38M Buy
33,622
+33,130
+6,734% +$3.05M 0.11% 147
2023
Q4 		$40.8K Hold
492
– – ﹤0.01% 840
2023
Q3 		$30.3K Hold
492
– – ﹤0.01% 868
2023
Q2 		$27.6K Hold
492
– – ﹤0.01% 898
2023
Q1 		$25.8K Sell
492
-22,729
-98% -$1.22M ﹤0.01% 898
2022
Q4 		$1.08M Sell
23,221
-6,581
-22% -$321K 0.05% 310
2022
Q3 		$1.28M Buy
29,802
+175
+0.6% +$8.84K 0.07% 266
2022
Q2 		$1.37M Buy
29,627
+2,885
+11% +$151K 0.07% 267
2022
Q1 		$1.56M Buy
26,742
+259
+1% +$16.3K 0.07% 269
2021
Q4 		$1.97M Sell
26,483
-13,742
-34% -$1.01M 0.08% 236
2021
Q3 		$2.45M Buy
40,225
+1,347
+3% +$84.6K 0.1% 193
2021
Q2 		$2.3M Sell
38,878
-1,912
-5% -$106K 0.1% 214
2021
Q1 		$1.99M Sell
40,790
-1,267
-3% -$56.7K 0.09% 225
2020
Q4 		$1.7M Sell
42,057
-1,778
-4% -$67.2K 0.09% 237
2020
Q3 		$1.51M Sell
43,835
-9,666
-18% -$338K 0.08% 236
2020
Q2 		$1.65M Sell
53,501
-10,352
-16% -$278K 0.1% 212
2020
Q1 		$1.5M Sell
63,853
-3,814
-6% -$110K 0.11% 180
2019
Q4 		$1.97M Buy
+67,667
New +$1.93M 0.12% 178

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Private Client Wealth's KKR Position: Q1 2026 in Review

TD Private Client Wealth reduced its KKR & Co (KKR) stake by 31% in Q1 2026, selling an estimated $1.14M and leaving 23,623 shares worth $2.19M. The position accounts for 0.05% of the portfolio, ranked #234.

TD Private Client Wealth first reported a position in KKR in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.14M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • TD Private Client Wealth held 23,623 shares of KKR & Co worth $2.19M as of Q1 2026.
  • TD Private Client Wealth sold 10,825 KKR & Co shares in Q1 2026, an estimated $1.14M.
  • KKR & Co made up 0.05% of TD Private Client Wealth's portfolio in Q1 2026, its #234 holding.
  • TD Private Client Wealth first reported a position in KKR & Co in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's KKR & Co position peaked at $6.14M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.